Clear Wealth Management
Pension support for contractors, with clear options, transparent fees and independent advice where required.
Clear Wealth Management helps Contractor Benefits Hub members take greater control of their retirement planning with practical support across pension tracing, consolidation and contributions.
Whether a contractor has lost track of old pension pots, wants to simplify multiple arrangements, or is ready to start contributing into a modern pension, Clear Wealth Management provides a straightforward route forward.
Get Pension Support
What Clear Wealth Management can offer Contractor Benefits Hub members
Pension tracing
Free for members. Complete a straightforward “Pensions CV” and Clear Wealth Management will help trace pensions you may have lost track of.
If you already know your policy details, they can also research how those pensions are performing and, where appropriate, outline alternative options.
Pension consolidation
Bring multiple old pension pots together in a modern, flexible arrangement with full online visibility.
Ideal for contractors who want more control without spending hours with a financial adviser.
Pension contributions
Save simply and flexibly into a modern pension with full HMRC tax relief and online visibility.
Quick and easy to set up, with the option to add one-off contributions via online banking if desired.
Transparent and practical support. All of the above is backed by a straightforward fee structure and full independent advice where required.
Why this matters for contractors
- No employer-sponsored benefits package in many cases
- Periods between contracts can result in multiple old or “lost” pension pots
- Contractors can make use of valuable HMRC tax relief on pension contributions
- Trusted, regulated specialists can save time and reduce complexity
How we help
Specialist matching
We connect contractors with relevant specialist providers based on their pension needs and circumstances.
Flexible options
Members can explore options based on their current situation, financial goals and budget.
Built for partner channels
Suitable for individual contractors, and equally valuable as part of an agency or umbrella contractor support proposition.
Good fit for
- Contractors wanting to understand their existing pension provision
- Contractors looking to keep control of existing pensions in one place
- Contractors wanting to make use of pension tax relief
- Umbrella companies and agencies looking to enhance contractor benefits
Regulatory note: Clear Wealth Management is regulated by the Financial Conduct Authority. FCA Firm Number 681734.
Important: Products are provided by third-party specialists. Contractor Benefits Hub acts as an introducer and does not provide advice.